PYCBX Mutual Fund
NAV$9.07
AUM$272M
TER0.55%
Holdings368
PYCBX Mutual Fund
NAV$9.07
Payden Core Bond Fund
AUM$272M
TER0.55%
Holdings368
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PYCBX Mutual Fund Overlap Analysis
PYCBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PYCBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 368 holdings, PYCBX may share significant positions with broad-market funds.
PYCBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PYCBX tax-loss harvesting finds highly correlated but non-identical funds.